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세계 최고의 투자자와 헤지펀드의 최신 주식 포트폴리오
초대형 AUM
2,000억 달러 이상
AUM 규모가 큼
100억~2,000억 달러
중간 AUM
20억~100억 달러
소규모 AUM
2억 5,000만 달러~20억 달러
소규모 AUM
2억 5천만 달러 미만
10% 미만
20% 미만
40% 미만
60% 미만
80% 미만
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 이름 | AUM |
AUM 성장률 |
AUM 성장률 |
분기 예상 수익률 |
3년간 예상 수익률 | 보유 종목 | 포트폴리오 회전율 |
평균 보유 기간(년) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
6701
MSD Partners
New York
| US$1.42억 | -US$1546만 | -10% | 1.28% | 3.5% | 20 | 70% | 1.4 |
|
| 6702 |
6702
Byrne Asset Management
Kingston,
New Jersey
| US$1.42억 | -US$456만 | -3% | 1.58% | 126% | 597 | 28.14% | 1.4 |
|
| 6703 |
6703
Zynergy Retirement Planning
Red Bank,
New Jersey
| US$1.42억 | US$0 | 0% | 3.26% | – | 111 | 0% | 0.5 |
|
| 6704 |
6704
SFM LLC
Manchester,
New Hampshire
| US$1.42억 | +US$846만 | +6% | 1.67% | 67.5% | 60 | 10% | 0.9 |
|
| 6705 |
6705
L.K. Benson & Company
Baltimore,
Maryland
| US$1.42억 | – | – | 0.79% | – | 95 | – | 0 |
|
| 6706 |
6706
CAP Partners LLC
Franklin,
Tennessee
| US$1.42억 | +US$801만 | +6% | 6.1% | 97% | 137 | 8.03% | 0.8 |
|
| 6707 |
6707
Financial Alternatives
La Jolla,
California
| US$1.42억 | -US$33.3만 | -0.2% | 1.7% | 50.2% | 86 | 6.98% | 1.8 |
|
| 6708 |
6708
Round Hill Asset Management
Pasadena,
California
| US$1.42억 | -US$929만 | -6% | 1.02% | 43.2% | 61 | 1.64% | 5.7 |
|
| 6709 |
6709
McCarthy Asset Management
Redwood Shores,
California
| US$1.42억 | -US$1911만 | -12% | 0.31% | – | 35 | 28.57% | 3 |
|
| 6710 |
6710
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| US$1.42억 | -US$313만 | -2% | 2.04% | 117% | 274 | 44.89% | 1.2 |
|
| 6711 |
6711
Wealth Forward LLC
Fargo,
North Dakota
| US$1.42억 | -US$88.4만 | -0.6% | 2.11% | 48.8% | 31 | 3.23% | 1 |
|
| 6712 |
6712
Blue Capital Inc
Omaha,
Nebraska
| US$1.42억 | – | – | 6.25% | – | 112 | – | 0 |
|
| 6713 |
6713
AFG Fiduciary Services
Hingham,
Massachusetts
| US$1.42억 | -US$683만 | -5% | 0.58% | 72.4% | 86 | 25.58% | 1.7 |
|
| 6714 |
6714
Level Wealth Management
Greensboro,
North Carolina
| US$1.42억 | – | – | 1.42% | – | 53 | – | 0 |
|
| 6715 |
BG
6715
BRX Global
New York
| US$1.41억 | -US$1119만 | -7% | 0.3% | 65.8% | 5 | 20% | 3.2 |
|
| 6716 |
KCM
6716
KRS Capital Management
Bloomfield,
Michigan
| US$1.41억 | +US$430만 | +3% | 6.46% | 272% | 122 | 13.93% | 2.3 |
|
| 6717 |
6717
Counterweight Ventures
Wilmington,
North Carolina
| US$1.41억 | +US$15.6만 | +0.1% | 0.84% | – | 70 | 1.43% | 0.9 |
|
| 6718 |
6718
RF&L Wealth Management
Acton,
Massachusetts
| US$1.41억 | +US$9.9만 | +0.1% | 0.4% | 73.8% | 58 | 1.72% | 1.8 |
|
| 6719 |
6719
Everstar Asset Management
Mooresville,
North Carolina
| US$1.41억 | -US$450만 | -3% | 2.04% | – | 209 | 20.1% | 0.2 |
|
| 6720 |
BM
6720
Bislett Management
Palo Alto,
California
| US$1.41억 | -US$802만 | -5% | 1.46% | 19.8% | 13 | 0% | 6.7 |
|
| 6721 |
6721
Monument Group Wealth Advisors
Concord,
Massachusetts
| US$1.41억 | -US$2515만 | -15% | 1.64% | 68.6% | 53 | 13.21% | 0.9 |
|
| 6722 |
6722
Breach Inlet Capital Management
Mt. Pleasant,
South Carolina
| US$1.41억 | +US$3020만 | +27% | 6.9% | – | 11 | 9.09% | 0.8 |
|
| 6723 |
6723
Future You Wealth
New York
| US$1.41억 | – | – | 0.27% | – | 47 | – | 0 |
|
| 6724 |
6724
Wilson & Boucher Capital Management
Moraga,
California
| US$1.41억 | -US$399만 | -3% | 1.41% | 69.8% | 118 | 6.78% | 2.6 |
|
| 6725 |
6725
Cladis Investment Advisory
Billings,
Montana
| US$1.41억 | -US$329만 | -2% | 2.7% | 131% | 142 | 12.68% | 2.2 |
|